Matt has been an investment advisor since 1999. During this time, he has helped hundreds of clients with their retirement planning. Matt works with his
clients to put into action a personalized portfolio to fit their specific needs and objectives. Whether it be rolling over an old retirement plan,
setting up a new Roth IRA, or making an investment plan for your business and employees, he will give you expert advice and be proactive in the investment
process.

Matt, and his father Keith, serve a multi-county area of Medina, Stark, Summit, and Wayne counties.

Matt received his undergraduate degree from Taylor University in Business Administration and his Master’s Degree from Walsh University. He has his Series
6 and Series 63 investment licenses, along with his insurance license. Matt enjoys spending time with his family, reading, and staying in shape. He
resides in Marshallville with his wife Buffe and three children, Emerson, Maya, and Sawyer.

why choose us

Our goal is to help you, our valued clients, meet your financial objectives. We take the trust you place in us very seriously. We treat your money as if it were our own. Our firm strives to protect and increase your investment.